
Bilingual Spanish Customer Service Rep - Loan Industry
Ultimate Staffing, Pasadena, CA, United States
Customer Service / Loan Funding Representative (Bilingual - Spanish)
Job Summary
The Customer Service / Loan Funding Representative supports finance and lending operations by funding approved loans and managing customer communications related to accounts and payments. This role requires strong attention to detail, professionalism, and the ability to communicate effectively in both English and Spanish. Prior experience in a lending or financial services environment is preferred, along with familiarity with loan servicing systems.
Key Responsibilities
Accurately and efficiently fund approved customer loans in accordance with established procedures
Handle inbound and outbound customer calls related to loan accounts, payments, and general inquiries
Provide clear, professional customer service in both English and Spanish
Update, maintain, and review customer account records within the loan servicing system
Assist with payment follow-ups, account status inquiries, and basic issue resolution
Ensure all customer interactions and records are handled with strict confidentiality
Comply with internal policies, regulatory requirements, and data security standards
Requirements
Fluent in both Spanish and English (required)
Prior experience in customer service, finance, or a lending environment
Familiarity with loan servicing or account management systems (MegaSys or similar preferred)
Strong verbal and written communication skills
Highly organized with strong attention to detail and accuracy
Dependable, professional, and comfortable working in a structured, on-site office environment
Work Environment
On-site position
Office setting
Standard business hours, typically Monday through Friday, 9:00 AM - 5:00 PM
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
Job Summary
The Customer Service / Loan Funding Representative supports finance and lending operations by funding approved loans and managing customer communications related to accounts and payments. This role requires strong attention to detail, professionalism, and the ability to communicate effectively in both English and Spanish. Prior experience in a lending or financial services environment is preferred, along with familiarity with loan servicing systems.
Key Responsibilities
Accurately and efficiently fund approved customer loans in accordance with established procedures
Handle inbound and outbound customer calls related to loan accounts, payments, and general inquiries
Provide clear, professional customer service in both English and Spanish
Update, maintain, and review customer account records within the loan servicing system
Assist with payment follow-ups, account status inquiries, and basic issue resolution
Ensure all customer interactions and records are handled with strict confidentiality
Comply with internal policies, regulatory requirements, and data security standards
Requirements
Fluent in both Spanish and English (required)
Prior experience in customer service, finance, or a lending environment
Familiarity with loan servicing or account management systems (MegaSys or similar preferred)
Strong verbal and written communication skills
Highly organized with strong attention to detail and accuracy
Dependable, professional, and comfortable working in a structured, on-site office environment
Work Environment
On-site position
Office setting
Standard business hours, typically Monday through Friday, 9:00 AM - 5:00 PM
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.